Forvis Mazars Wealth Advisors’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Sell |
2,433
-2
| -0.1% | -$299 | 0.01% | 336 |
|
|
2025
Q1 | $340K | Buy |
2,435
+70
| +3% | +$9.79K | 0.01% | 336 |
|
|
2024
Q4 | $408K | Buy |
2,365
+100
| +4% | +$17.2K | 0.01% | 340 |
|
|
2024
Q3 | $347K | Sell |
2,265
-53
| -2% | -$8.12K | 0.01% | 364 |
|
|
2024
Q2 | $287K | Sell |
2,318
-100
| -4% | -$12.4K | 0.01% | 356 |
|
|
2024
Q1 | $318K | Sell |
2,418
-102
| -4% | -$13.4K | 0.01% | 342 |
|
|
2023
Q4 | $330K | Sell |
2,520
-100
| -4% | -$13.1K | 0.01% | 326 |
|
|
2023
Q3 | $281K | Sell |
2,620
-1,138
| -30% | -$122K | 0.01% | 341 |
|
|
2023
Q2 | $349K | Buy |
+3,758
| New | +$349K | 0.01% | 338 |
|